See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,261 | $42,894-94.7% | $60,874-96.3% | $68,494-96.7% |
| Participation rate | 92.8% | 66.8%+26.0pp | 73.1%+19.7pp | 67.9%+24.9pp |
| Annual return | -16.09% | -13.98%-2.1pp | 16.90%-33.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,046 | $1,978-47.1% | $2,701-61.3% | $2,596-59.7% |
| Participant deferral / active EE | $2,619 | $2,867-8.7% | $3,817-31.4% | $4,027-35.0% |
| Admin fee / account holder | $671 | $3,101-78.4% | $3,224-79.2% | $5,403-87.6% |